First American Bank’s HealthEquity HQY Stock Holding History

First American Bank’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	19,797 +3,755	+23%	+$318K	0.1%	117
2026 Q1	$1.34M	Sell	16,042 -4,910	-23%	-$403K	0.08%	123
2025 Q4	$1.92M	Buy	20,952 +3,719	+22%	+$356K	0.12%	105
2025 Q3	$1.63M	Buy	+17,233	New	+$1.62M	0.1%	109

Other funds holding HQY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

First American Bank's HQY Position: Q2 2026 in Review

First American Bank increased its HealthEquity (HQY) stake by 23% in Q2 2026, buying an estimated $318K and bringing the position to 19,797 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #117.

First American Bank first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q4 2025. 170 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

First American Bank held 19,797 shares of HealthEquity worth $1.79M as of Q2 2026.
First American Bank bought 3,755 HealthEquity shares in Q2 2026, an estimated $318K.
HealthEquity made up 0.1% of First American Bank's portfolio in Q2 2026, its #117 holding.
First American Bank first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
First American Bank's HealthEquity position peaked at $1.92M in Q4 2025.
170 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on First American Bank's 13F filing for Q2 2026, filed 15 Jul 2026.